|
476
|
Regent Investment Management
Louisville,
Kentucky
|
$682K
|
+$394K
|
+13,725
|
+123%
|
|
|
477
|
Diversified Trust
Memphis,
Tennessee
|
$678K
|
–
|
–
|
–
|
|
|
478
|
Denali Advisors
San Diego,
California
|
$676K
|
+$273K
|
+9,500
|
+63%
|
|
|
479
|
Savant Capital
Rockford,
Illinois
|
$675K
|
+$68.9K
|
+2,398
|
+11%
|
|
|
480
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$675K
|
+$115K
|
+3,994
|
+19%
|
|
|
481
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$672K
|
-$69K
|
-2,400
|
-9%
|
|
|
482
|
Avidian Wealth Enterprises
Houston,
Texas
|
$669K
|
+$4.34K
|
+151
|
+0.6%
|
|
|
483
|
Neville Rodie & Shaw
New York
|
$663K
|
–
|
–
|
–
|
|
|
484
|
Park Avenue Securities
New York
|
$660K
|
+$221K
|
+7,694
|
+47%
|
|
|
485
|
Affinity Investment Advisors
Newport Beach,
California
|
$659K
|
+$401K
|
+13,969
|
+138%
|
|
|
486
|
Whittier Trust
South Pasadena,
California
|
$658K
|
-$12.4K
|
-430
|
-2%
|
|
|
487
|
Wealthfront Advisers
Palo Alto,
California
|
$651K
|
-$545K
|
-18,975
|
-44%
|
|
|
488
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$644K
|
-$1.7K
|
-59
|
-0.3%
|
|
|
489
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$641K
|
-$261K
|
-9,095
|
-28%
|
|
|
490
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$638K
|
+$309K
|
+10,749
|
+87%
|
|
|
491
|
Steward Partners Investment Advisory
New York
|
$636K
|
+$28.2K
|
+983
|
+4%
|
|
|
492
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$634K
|
-$9.91K
|
-345
|
-1%
|
|
|
493
|
TDAM USA
Toronto,
Ontario, Canada
|
$620K
|
+$190K
|
+6,615
|
+41%
|
|
|
494
|
Garde Capital
Seattle,
Washington
|
$619K
|
–
|
–
|
–
|
|
|
495
|
Montecito Bank & Trust
Santa Barbara,
California
|
$617K
|
-$58.4K
|
-2,032
|
-8%
|
|
|
496
|
Lazard Asset Management
New York
|
$615K
|
+$13.9K
|
+484
|
+2%
|
|
|
497
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$613K
|
+$11.8K
|
+410
|
+2%
|
|
|
498
|
High Pointe Capital Management
Chicago,
Illinois
|
$612K
|
–
|
–
|
–
|
|
|
499
|
Copperwynd Financial
Scottsdale,
Arizona
|
$612K
|
+$2.56K
|
+89
|
+0.4%
|
|
|
500
|
Clearstead Advisors
Cleveland,
Ohio
|
$611K
|
+$4.94K
|
+172
|
+0.8%
|
|
